On The Brink with Castle Island

Castle Island Ventures
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Mar 1, 2024 • 43min

Weekly Roundup 03/01/24 (DOE order stayed, Bitcoin renaissance, SBFs autism plea) (EP.508)

Crypto news and deals discussed, including funding rates, ETF flows, Bitcoin Renaissance, SBF's autism plea, fake fundraise announcement. DOE order stayed for now. Bahamas statehood debated. Marathon launching own L2 solution. Legal challenges in crypto space, industry insights shared. Bitcoin market dynamics examined, nation stacking Bitcoin. Productivity, national debt, economic strategies explored. Personal usage of on-chain projects discussed. Blockchain games evolution, Bitcoin renaissance events highlighted.
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11 snips
Feb 28, 2024 • 49min

Guy Young (Ethena) on the Past and Future of Crypto Interest Rates (EP.507)

Exploring crypto interest rates, Ethena launch reflections, yield farming viability, convergence of tradfi and crypto yields, Eigenlayer concerns in DeFi, stablecoin supply impact on rates, Guy Young's medium-term expectations for crypto rates.
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Feb 26, 2024 • 30min

Chase Lochmiller (Crusoe) on Powering the AI Revolution (EP.506)

Join Chase Lochmiller as he discusses repurposing waste methane for computing tasks, Bitcoin mining challenges, and AI hardware advancements. Learn about Crusoe's mission in renewable energy, reducing methane emissions, and the evolution of AI, cloud computing, and privacy technologies.
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Feb 23, 2024 • 43min

Weekly Roundup 02/23/24 (ECB's very bad blog, more bad boys, 3ac boys latest) (EP.505)

Topics discussed include the ECB's negative Bitcoin blog, 3AC boys latest news, SEC's mysterious ETF analysis, Reddit holding Bitcoin and ETH, Circle leaving Tron, and Rep. Emmer's letter to the OMB about Bitcoin mining data request
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Feb 16, 2024 • 40min

Weekly Roundup 02/16/24 (Treasury rebukes WSJ, BitVM, Ethereum ETF prospects) (EP.504)

In this episode, the hosts discuss the pitfalls of Web3 social, the possibility of optimistic rollups on Bitcoin, the rebuke of WSJ's story on Hamas' use of crypto by the Treasury, and the unlikely chances of an Ethereum ETF. They also touch on topics like unreliable weather forecasts, Farcaster adoption, Bitcoin's connection to financial crises, and Coinbase's new feature of authenticating with face ID.
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Feb 9, 2024 • 37min

Weekly Roundup 02/08/24 (OPNX closes, COPA case, more SAB121) (EP503)

This podcast episode covers the closure of OPNX, the treatment of ETFs, the Bitcoin L2 space, COPA updates, the DoE's Bitcoin mining data collection emergency, and more.
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Feb 2, 2024 • 40min

Weekly Roundup 02/02/24 (FTX recovery, Bitcoin Season 2, Tether's Q4) (EP.502)

FTX's recovery for creditors, Bitcoin Season 2, Tether's Q4 performance, legislative developments on SAB121, Biden admin's request for info from Bitcoin miners, CSW v COPA case, Elizabeth Warren letter watch, SEC withdrawal of DebtBox case, and discussions on FTX tungsten cube, Genesis Digital Assets, anti-AI energy activism, and the appointment of a former JP Morgan executive at GSR
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Jan 26, 2024 • 46min

Weekly Roundup 01/26/24 (GBTC chaos, BBerg's stable coverage, Listener questions) (EP.501)

In this episode, the hosts discuss the rocky launch of ETFs with GBTC premium trade closing, Bitwise's real-time transparency for their ETF holdings, fraud in the metals market versus Bitcoin, and Nic's spat with Bloomberg. They also talk about the US selling $130m of BTC seized from the Silk Road, TFL declaring bankruptcy, and answer listener questions. Content mentioned includes Bloomberg and 20% stablecoin yields. The chapters cover financial events, reflections on their 500th episode, investments in the cryptocurrency industry, recent podcast interviews, opportunities for 24-year-olds in the crypto industry, the future of stablecoins, and excitement for hardware wallets.
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Jan 22, 2024 • 25min

Zach Abrams (Bridge) on Moving Money (EP.500)

Zach Abrams, CEO and Co-Founder of Bridge, discusses the explosion of stablecoin volume and how Bridge is building critical infrastructure. Topics covered include Zach's origin story, Bridge's core products and APIs, future issuance of stablecoins, global use cases for stablecoins, the evolution of the stablecoin market, and building a crypto company in a bear market.
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Jan 19, 2024 • 35min

Weekly Roundup 01/19/24 (ETF winners, Dimon's Satoshi theory, Lutnick on Tether) (EP.499)

Jamie Dimon, CEO of JPMorgan Chase, discusses various interesting topics such as the possibility of Satoshi Nakamoto returning and deleting all bitcoins, the concern of food inflation and its impact on consumers, and the potential need for Ethereum to fork. The podcast also covers litigation and regulatory updates in the crypto industry, the SEC versus Coinbase case, and recent M&A activity in the crypto asset management space.

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